GELION PLC - Investor Presentation

Gelion PLC provided an investor update highlighting significant progress in the commercialisation of its proprietary nano-encapsulated sulphur (NES) battery technology. The company announced a strategic collaboration with Nissan, the University of Oxford, and Innovate UK through a £3.4 million funded programme to develop next-generation solid-state lithium-sulphur batteries, targeting energy densities above 400Wh/kg and applications across automotive, aerospace, defence, and energy storage markets. Management emphasised Gelion’s capital-light growth strategy, leveraging partnerships with leading global organisations including Nissan, TDK, Oxford University, the Max Planck Institute, and Kinetic to accelerate adoption and reduce commercialisation risk. The company believes its sulphur-based cathode technology offers a low-cost, sustainable alternative to traditional lithium-ion battery chemistries by reducing reliance on critical minerals such as nickel and cobalt while supporting localised battery manufacturing in the UK, Europe, and the US. Gelion highlighted strong intellectual property protection, a portfolio of approximately 170 patents, and growing OEM engagement as key competitive advantages. Management also reiterated confidence in future commercial revenues from high-performance battery applications and collaborative development programmes, while continuing to advance opportunities in lithium-metal, graphite, solid-state, and sodium-sulphur battery markets. The presentation underlined Gelion’s transition from technology development to commercial scale-up, supported by favourable industry trends, government funding, strategic partnerships, and increasing demand for secure, cost-effective battery supply chains.